BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.7B
AUM Growth
-$760M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,666
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$11.6M
3
+$10.8M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$9.22M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$7.65M

Top Sells

1
+$101M
2
+$48.2M
3
+$46.9M
4
CVX icon
Chevron
CVX
+$37.5M
5
AZO icon
AutoZone
AZO
+$32.2M

Sector Composition

1 Technology 14.45%
2 Healthcare 6.56%
3 Consumer Discretionary 5.85%
4 Financials 5.6%
5 Energy 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$444K 0.01%
28,803
+185
852
$444K 0.01%
11,590
853
$444K 0.01%
23,559
+1,859
854
$443K 0.01%
53,432
+22,421
855
$443K 0.01%
3,945
-25,779
856
$443K 0.01%
3,660
+371
857
$443K 0.01%
+19,753
858
$441K 0.01%
7,158
+1,872
859
$439K 0.01%
8,738
+894
860
$439K 0.01%
+35,800
861
$437K 0.01%
16,645
-752
862
$437K 0.01%
4,348
+1,012
863
$436K 0.01%
16,050
-6,650
864
$434K 0.01%
13,879
-254
865
$433K 0.01%
1,972
+269
866
$432K 0.01%
2,114
+572
867
$432K 0.01%
5,172
+156
868
$431K 0.01%
+1,978
869
$431K 0.01%
15,621
-73,641
870
$431K 0.01%
19,989
+5,580
871
$430K 0.01%
7,606
+1
872
$429K 0.01%
44,836
+1,996
873
$429K 0.01%
9,641
-4,915
874
$428K 0.01%
7,104
-692
875
$427K 0.01%
6,358
-45
33 34
35
36 37